Project Manager, Business Analyst

Job Description Summary:

Job Description:

Primary Responsibilities

• Partner with wealth management stakeholders to gather analyze and document business requirements for new initiatives and system enhancements.

• Internal analysis for refining data delivery integration and reporting in Asana Snowflake and Power BI.

• Assess current processes workflows and data to identify improvement opportunities and recommend practical scalable solutions.

• Develop business cases process maps and functional specifications to support effective project delivery.

• Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.

• Lead user acceptance testing validate system changes and confirm that deliverables meet business needs and expectations.

• Design document and refine Power BI reports from data sources (i.e. Asana Snowflake Workday etc.) to be published in SharePoint.

• Monitor project progress prepare status updates and communicate key developments to stakeholders and leadership.

• Support change-management activities including training and documentation to promote adoption of new processes and systems.

• Stay current on industry trends regulatory developments and best practices in wealth management and business analysis.

Qualifications

• Bachelors degree in business management or a related field

• Relevant experience in business analysis preferably within wealth management financial services or a related industry.

• Strong analytical organizational and problem-solving skills.

• Excellent written and verbal communication skills.

• Proficiency with Power BI business analysis and project delivery tools.

• Ability to manage multiple priorities in a fast-paced environment.

Preferred Skills and Attributes

• Two or more years of business analysis experience ideally in wealth management financial services or investment-related environments.

• Strong analytical and problem-solving skills with the ability to interpret complex data and business scenarios.

• Excellent communication and interpersonal skills with the ability to work effectively with stakeholders at all levels.

• Proficiency in tools such as Power BI Asana SharePoint and Snowflake.

• Hands-on and recent experience with Power BI and a strong working knowledge of report creation is important.

• Knowledge of wealth management products services and regulatory requirements.

• Strong attention to detail and organizational skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Self-motivated with a commitment to continuous learning and improvement.

This position is an exempt position. The annualized base pay range for this role is expected to be between $65000$90000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.